See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,697 | $84,695-63.8% | $73,843-58.4% | $125,391-75.5% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | 11.56% | 3123.53%-3112.0pp | 2267.84%-2256.3pp | 282.22%-270.7pp |
| Employer contribution / active EE | $2,114 | $3,123-32.3% | $2,787-24.2% | $4,866-56.6% |
| Participant deferral / active EE | $2,382 | $3,992-40.3% | $3,583-33.5% | $5,352-55.5% |
| Admin fee / account holder | $2,850 | $5,691-49.9% | $4,880-41.6% | $9,540-70.1% |